User Selects the Reports data type to export and then the report type as General Ledger

Select the date range filter for the period of data you want to extract the data typically that would be the last financial year

Click Get and the data is shown in the preview form

Select the HandiLedger format for saving then saves the text file.

Import your General Ledger data into Sage HandiLedger

Select Tools and then Import Data from an ASCII File > General

On the Import Entries screen click the File button, and select the file that was exported from QuickBooks Online

If this is the first time you have imported you will need to set the Import Field Mappings to the fields in Handiledger (see the recommend map in the table below), if not you can select Load and the mapping that you previously used.

Click Run to import the data into Handiledger, once complete you will see a summary of the records imported

You can review the imported entries, prior to committing to the client ledger, click Close to post the entries and then Yes